Dave co-founded Portico in 2010 and provides clients 30+ years of insight and professional experience in the financial services industry. He is passionate about working with people and helping them to achieve their unique financial goals.
After an early career in commercial banking (Wells Fargo), Dave gained most of his wealth management experience at a few small to mid-sized registered investment advisory (RIA) firms. As a founding partner, he implemented client service processes, directed client development, and spearheaded the integration of multi-asset class investing and comprehensive financial planning. At Portico, he serves as Managing Member, overseeing general business, client planning and account management, and all investments.
Dave is a Marin native. He and his wife have three daughters and are active in their central Marin community. Dave serves on the Board of the Rafael Racquet Club. In his spare time, he enjoys cooking, youth coaching, financial reading (truly), most all sports, and planning tropical vacations.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
